Roger Caldwell

Roger Caldwell Email and Phone Number

President of Caldwell Inc. @
Roger Caldwell's Location
West Columbia, South Carolina, United States, United States
Roger Caldwell's Contact Details

Roger Caldwell work email

Roger Caldwell personal email

n/a
About Roger Caldwell

I believe that many people want and need a professional who understands how different products work within the financial services arena. Our objective is to help people understand and have peace of mind with making their decision. People today want some-one they can trust, to advise them in proper Estate planning.

Roger Caldwell's Current Company Details
Caldwell Inc. of SC

Caldwell Inc. Of Sc

President of Caldwell Inc.
Roger Caldwell Work Experience Details
  • Caldwell Inc. Of Sc
    President
    Caldwell Inc. Of Sc Jan 1994 - Present
    Lexington, Sc
    If you're like most people, you will spend a good part of your life accumulating an estate. Unfortunately, many people have made no definite plans about what will happen to their hard-earned assets when they die.Others face major financial decisions when a spouse passes away, leaving behind unfinished business and unanswered questions. Still others may face the confusion and heartache of a loved ones’ wrongful death settlement.Whatever the situation, our firm can help you with making the decision to protect your estate and avoid expensive probate fees and taxes which is one of the greatest gifts you can give your spouse and children.
  • New York Life Insurance Company
    Licensed Sales Agent
    New York Life Insurance Company Aug 1983 - Jan 1994
    Roger's practice focuses on personal planning in the areas of life insurance, fixed annuities, long-term care insurance, as well as retirement, estate planning, and business succession planning. In addition, Roger provided business planning for companies supplying 401(k)s, pensions, Simple IRAs, voluntary payroll deduction programs, life, and disability insurance.
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Roger Caldwell Skills

Microsoft Office Microsoft Excel Estate Tax Planning Strategic Planning Life Insurance Strategic Financial Planning Investments Revocable Trusts Irrevocable Life Insurance Trusts Special Needs Trusts Wealth Management Wealth Preservation Long Term Care Insurance 401k 401k Rollovers Wealth Accumulation Estate Planning Financial Risk Fixed Annuities Retirement Retirement Plan Consulting Retirement Planning

Roger Caldwell Education Details

  • Lexington High School
    Lexington High School

Frequently Asked Questions about Roger Caldwell

What company does Roger Caldwell work for?

Roger Caldwell works for Caldwell Inc. Of Sc

What is Roger Caldwell's role at the current company?

Roger Caldwell's current role is President of Caldwell Inc..

What is Roger Caldwell's email address?

Roger Caldwell's email address is ro****@****sts.com

What is Roger Caldwell's direct phone number?

Roger Caldwell's direct phone number is +180335*****

What schools did Roger Caldwell attend?

Roger Caldwell attended Lexington High School.

What are some of Roger Caldwell's interests?

Roger Caldwell has interest in Problem Solving, Active Member In My Local Church, Hunting.

What skills is Roger Caldwell known for?

Roger Caldwell has skills like Microsoft Office, Microsoft Excel, Estate Tax Planning, Strategic Planning, Life Insurance, Strategic Financial Planning, Investments, Revocable Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, Wealth Management, Wealth Preservation.

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